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How do we help our members with investing, whether they’re just getting started or have some experience?
Through our Wealth Solutions Centre team (WSC)!
Our WSC consists of a team of advisors, licensed by our partner Aviso Wealth, who have the accreditation and expertise to help you invest for success.
Keep reading to learn about the products and services we offer to help you achieve your financial goals:
The WSC typically works with those in the accumulation stage of their lives – those who are starting to save towards big financial goals, like saving up to buy their first home or retirement.
Our team of advisors can:
Our advisors can guide you through different investment options, tailoring their advice based on your specific goals. From there, they can help you set up regular contributions to investment accounts that suit your needs.
Book a meeting, and they can use customized online calculators, videos, and visual aids to educate you about investing. Once you build your financial literacy, you can better understand how investing helps you achieve your financial goals.
Did You Know? Through our WSC and Aviso Wealth, members can open a First Home Savings Account (FHSA) and a Registered Disability Savings Plan (RDSP) investment portfolio through Aviso Wealth.
Here’s an overview of how we can help you:
Through our partner, NEI Investments, you can choose from a diversified lineup of Responsible Investing Mutual Funds that make a positive difference in the world.
Responsible Investing is when you consider environmental, social, and governance factors (ESG) in making investment decisions.
Find out more about responsible investing.
By holding investments within a registered account, you can save on taxes and take advantage of government grants where applicable.
Curious about which registered plan is right for you? We’re planning to cover the First Home Savings Account (FHSA) in-depth later this month - keep an eye on our Financial Literacy blog!
When you work with our Wealth Solutions Centre, you’re not just working with one advisor - you’re supported by a whole team.
You can meet with our Wealth Solutions Advisors digitally, whether that’s via video or phone call. What’s more convenient than that?
It’s always a good idea to think about your future – even if it feels far away! Our Wealth Solutions Advisors offer retirement planning to help you build investment strategies for your long-term financial goals.
When you work with our Wealth Solutions Team, you can:
Ready to invest with a Wealth Solutions Advisor? Book a Discovery Meeting, and we can start putting together your investment plan.
Throughout August, we’ll be sharing more information about our Wealth Solutions Advisors on our Financial Literacy blog and social media. Follow us on Instagram, Facebook, and LinkedIn to learn more!
Disclaimer
Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth are divisions of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.
We would be happy to discuss your unique situation with you.
Our goal is to make complex topics like this one, simple.
It takes less than 5 minutes to make an appointment or to apply online. It is up to you how you want to meet your advisor - you will have the option to meet your advisor:
